Vanguard

Account Approval Operations Specialist, New Accounts

Vanguard

3 months ago
Malvern, PA
Hybrid
Full Time
Junior
0 applicants
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Vanguard
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About this role

An Account Approval Operations Specialist on Vanguard's Personal Investor New Account Approval team helps support the onboarding and account intake process for new clients. The role emphasizes accuracy, regulatory adherence, and operational excellence within a collaborative, hybrid work environment. It offers development opportunities to obtain required FINRA licenses and expand responsibilities over time.

Skills

Qualifications

Undergraduate DegreeSeries 7Series 63Series 24FINRA Registration
Vanguard

About Vanguard

vanguardjobs.com

Vanguard is an investment management company offering mutual funds, ETFs, brokerage, retirement, and advisory services.

About Vanguard

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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